Predictika · Security platform subscription quotes

An AI sales agent's security platform quote, checked before it goes out

An AI sales agent drafts a subscription quote for a security platform: the package, the number of assets, the term, log retention, the MDR service, the SOAR add-on and the discount. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of the package rules and discount authority, compares the net total the agent states with the one it computes, and returns a verdict, every reason and the line-item quote.

Scope: Rapid7 style security platform subscriptions: package, assets, term, log retention, MDR service, SOAR add-on and discount. See everything this validator covers

This validator models Rapid7 style security platform subscription quotes, not just the scenarios shown below.

  • Package and assets — four packages (Vulnerability Management, Detection and Response, Extended Detection Bundle, Cloud Security), each with its own minimum and maximum number of assets.
  • MDR service and SOAR add-on — which packages offer the MDR service and the SOAR add-on, a 500 asset minimum for ultimate MDR, and an onboarding capacity review above 10,000 assets.
  • Term and log retention — a term of 1 to 3 years with price lock approval above 2 years, and 0 to 24 months of log retention with a storage review above 12 months, on packages that keep logs.
  • Discounts and order size — volume discounts from 1,000 and 5,000 assets, a term discount and any extra discount, with sales director approval above 12 percent and a block above 22 percent; a deal desk review above $1,500,000.
  • Stated net total — the net total the agent states against the net total the validator computes, with an estimated line-item price build-up in US dollars.

Any security platform subscription quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: other Rapid7 products and professional services, real list prices, partner and marketplace pricing, tax and multi-currency quoting, incident response retainers and training.

The AI sales agentBuilds the subscription quote from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

8 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Illustrative agent statement. The validator receives the structured request below.

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      
Waiting for the call.

Where rules-based CPQ gets it wrong

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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

What the validator caughtTypical rules-based CPQPredictika
Fixing one problem changes anotherOnly with workarounds
Moving to another package changes the unit price and so makes the stated total stale, a longer term adds a term discount that can push the discount total over its limit, and a block that is cleared can reveal an approval behind it; rules fired at save or step time do not re-check these together.
Package, price, discounts and limits are recomputed on every call, so a fix that moves another figure shows up in the same answer.
Asset ranges and MDR, SOAR or log availability per packageOnly with care
Limits and availability that differ for every package need a variant or a lookup per package and must be kept in step with the catalog.
Each limit and availability flag is read from the chosen package and compared on every call.
Discounts that add upOnly with care
Volume, term and extra discounts are separate rules, and their sum needs its own approval and block thresholds.
The discounts are added once and the total is compared with both limits.
Term and log retention rulesOnly with care
Thresholds for approval and for blocking are spread over several rules that must stay in step.
Each threshold is checked once and every result comes back together.
The total the agent statesOnly with workarounds
Comparing a stated total with a computed one means a separate rule per quote layout, and price rules rarely run on stated figures.
The stated net total is a field in the request and is checked against the computed total.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved, so a rep often fixes one error and meets the next.
All findings come back together, whatever order the choices arrived in.

What this validator catches: findings from its test cases

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Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

1A term of 3 years is longer than 2 years; finance must approve the price lock.
218 months of log retention are above 12; a storage review is required.
3Ultimate MDR above 10,000 assets needs an onboarding capacity review.
4Total discount of 13 percent is above the 12 percent a rep can give; sales director must approve.
524 months of log retention are above 12; a storage review is required.
6Total discount of 16 percent is above the 12 percent a rep can give; sales director must approve.
7Order value of $7,333,200 is above $1,500,000 and needs a deal desk review.
860,000 assets are above the 50,000 assets the Vulnerability Management allows.
9Order value of $1,620,000 is above $1,500,000 and needs a deal desk review.
10The MDR service is not available on the Vulnerability Management.
11The SOAR add-on is not available on the Detection and Response.
12Log retention is not available on the Cloud Security.
1380 assets are below the 100 asset minimum of the Detection and Response.
14A term of 4 years is outside the 1 to 3 years allowed.
1530 months of log retention are outside the 0 to 24 allowed.
16Ultimate MDR needs at least 500 assets; the quote has 300.
17Total discount of 24 percent exceeds the 22 percent limit.
18The quoted net total of $20,250 does not match the $22,500 the validator computed.
19The quoted net total of $214,830 does not match the $195,300 the validator computed.
20Total discount of 25 percent exceeds the 22 percent limit.

Scenarios and results

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The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.

1. A Cloud Security quote with ten holds: A Cloud Security quote for 25,000 assets on a 4-year term with ultimate MDR, SOAR, 30 months of logs, a 15 percent extra discount and a stale total

The agent's request. Please quote the Cloud Security for 25,000 assets on a 4-year term, with 30 months of log retention, ultimate MDR service and the SOAR add-on, with an extra discount of 15 percent. The quoted net total is $5,780,000. It is ready to send.

Verdict: Blocked.

  • Assets Above Package Limit. 25,000 assets are above the 20,000 assets the Cloud Security allows.
  • Term Length. A term of 4 years is outside the 1 to 3 years allowed.
  • MDR Service. The MDR service is not available on the Cloud Security.
  • SOAR Add-On. The SOAR add-on is not available on the Cloud Security.
  • Log Retention. Log retention is not available on the Cloud Security.
  • Log Retention Limit. 30 months of log retention are outside the 0 to 24 allowed.
  • Discount Limit. Total discount of 31 percent exceeds the 22 percent limit.
  • Quoted Net Total. The quoted net total of $5,780,000 does not match the $4,692,000 the validator computed.
  • Onboarding Capacity Review. Ultimate MDR above 10,000 assets needs an onboarding capacity review.
  • Large Order. Order value of $4,692,000 is above $1,500,000 and needs a deal desk review.

2. A Cloud Security quote with ten holds: The agent moves the quote to the Extended Detection Bundle but keeps its old total

The agent's request. Please quote the Extended Detection Bundle for 25,000 assets on a 4-year term, with 30 months of log retention, ultimate MDR service and the SOAR add-on, with an extra discount of 15 percent. The quoted net total is $5,780,000. It is ready to send.

Verdict: Blocked.

  • Term Length. A term of 4 years is outside the 1 to 3 years allowed.
  • Log Retention Limit. 30 months of log retention are outside the 0 to 24 allowed.
  • Discount Limit. Total discount of 31 percent exceeds the 22 percent limit.
  • Quoted Net Total. The quoted net total of $5,780,000 does not match the $6,900,000 the validator computed.
  • Onboarding Capacity Review. Ultimate MDR above 10,000 assets needs an onboarding capacity review.
  • Large Order. Order value of $6,900,000 is above $1,500,000 and needs a deal desk review.

3. A Cloud Security quote with ten holds: The agent shortens the term, trims retention and discount, and restates the total

The agent's request. Please quote the Extended Detection Bundle for 25,000 assets on a 3-year term, with 24 months of log retention, ultimate MDR service and the SOAR add-on, with an extra discount of 5 percent. The quoted net total is $5,747,250. It is ready to send.

Verdict: Needs approval.

  • Price Lock Approval. A term of 3 years is longer than 2 years; finance must approve the price lock.
  • Storage Review. 24 months of log retention are above 12; a storage review is required.
  • Onboarding Capacity Review. Ultimate MDR above 10,000 assets needs an onboarding capacity review.
  • Discount Approval. Total discount of 21 percent is above the 12 percent a rep can give; sales director must approve.
  • Large Order. Order value of $5,747,250 is above $1,500,000 and needs a deal desk review.
  • Price summary. Estimated net total $5,747,250 for 25,000 assets over a 3-year term; $2,425,000 annual list; $7,275,000 list before discount; 21 percent total discount.

4. A Cloud Security quote with ten holds: The approvals are recorded and the quote is released

The agent's request. Please quote the Extended Detection Bundle for 25,000 assets on a 3-year term, with 24 months of log retention, ultimate MDR service and the SOAR add-on, with an extra discount of 5 percent. The approvals have been recorded. The quoted net total is $5,747,250. It is ready to send.

Verdict: Needs approval.

  • Price Lock Approval. A term of 3 years is longer than 2 years; finance must approve the price lock.
  • Storage Review. 24 months of log retention are above 12; a storage review is required.
  • Onboarding Capacity Review. Ultimate MDR above 10,000 assets needs an onboarding capacity review.
  • Discount Approval. Total discount of 21 percent is above the 12 percent a rep can give; sales director must approve.
  • Large Order. Order value of $5,747,250 is above $1,500,000 and needs a deal desk review.
  • Price summary. Estimated net total $5,747,250 for 25,000 assets over a 3-year term; $2,425,000 annual list; $7,275,000 list before discount; 21 percent total discount.

5. The total the agent states: A Detection and Response quote for 500 assets whose stated net total is 10 percent low

The agent's request. Please quote the Detection and Response for 500 assets on a 1-year term, with 12 months of log retention, no MDR service and no SOAR add-on, with no extra discount. The quoted net total is $20,250. It is ready to send.

Verdict: Blocked.

  • Quoted Net Total. The quoted net total of $20,250 does not match the $22,500 the validator computed.

6. The total the agent states: The agent resubmits after fixing the errors

The agent's request. Please quote the Detection and Response for 500 assets on a 1-year term, with 12 months of log retention, no MDR service and no SOAR add-on, with no extra discount. The quoted net total is $22,500. It is ready to send.

Verdict: Allowed.

  • Price summary. Estimated net total $22,500 for 500 assets over a 1-year term; $22,500 annual list; $22,500 list before discount; 0 percent total discount.

7. Ultimate MDR minimum: Ultimate MDR on a 300 asset quote

The agent's request. Please quote the Detection and Response for 300 assets on a 1-year term, with 12 months of log retention, ultimate MDR service and no SOAR add-on, with no extra discount. The quoted net total is $21,000. It is ready to send.

Verdict: Blocked.

  • Ultimate MDR Minimum. Ultimate MDR needs at least 500 assets; the quote has 300.

8. Ultimate MDR minimum: The agent resubmits after fixing the errors

The agent's request. Please quote the Detection and Response for 500 assets on a 1-year term, with 12 months of log retention, ultimate MDR service and no SOAR add-on, with no extra discount. The quoted net total is $35,000. It is ready to send.

Verdict: Allowed.

  • Price summary. Estimated net total $35,000 for 500 assets over a 1-year term; $35,000 annual list; $35,000 list before discount; 0 percent total discount.

Narration transcript

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The text of the narrated walkthrough, step by step.

  1. Welcome to a demo of Predictika's Validator. An AI sales agent drafts a subscription quote for a security platform: the package, the number of assets, the term, and more. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of the package rules and discount authority, compares the net total the agent states with the one it computes, and returns a verdict, every reason and the line-item quote.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote the Cloud Security for 25,000 assets on a 4-year term, with 30 months of log retention, ultimate MDR service and the SOAR add-on. The quoted net total is $5,780,000. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with eight findings and two approvals, all in one answer. 25,000 assets are above the 20,000 assets the Cloud Security allows. A term of 4 years is outside the 1 to 3 years allowed. The MDR service is not available on the Cloud Security. The other five are on screen.
  6. The validator returned eight blocking findings and two approvals in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other and against the stated total.
  7. What this shows: for asset ranges and MDR, SOAR or log availability per package, a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the package to Extended Detection Bundle.
  10. It calls the validator again.
  11. Still blocked, with four findings and two approvals, all in one answer. A term of 4 years is outside the 1 to 3 years allowed. 30 months of log retention are outside the 0 to 24 allowed. Total discount of 31 percent exceeds the 22 percent limit. The other one is on screen.
  12. Four findings cleared. Still blocking: term Length, log Retention Limit, discount Limit and quoted Net Total. Two approvals also remain for a person: onboarding Capacity Review and large Order.
  13. The agent resubmits once more.
  14. The revised request. It changes the term to 3 years, the log retention to 24 months, the extra discount requested to 5 percent and the net total stated on the quote to $5,747,250.
  15. It calls the validator once more.
  16. Not blocked, but held for a person.
  17. The validator also returns the line-item quote. It starts with Extended Detection Bundle (per asset per year) and MDR service; the other two lines are on screen.
  18. The four blocking findings are cleared; five approvals remain for a person: price Lock Approval, storage Review, onboarding Capacity Review, discount Approval and large Order.
  19. The agent resubmits again.
  20. The next revised request. It sets the approvals recorded to yes.
  21. It calls the validator yet again.
  22. The required approval is recorded, so the validator accepts the release.
  23. The validator also returns the line-item quote. It starts with Extended Detection Bundle (per asset per year) and MDR service; the other two lines are on screen.
  24. The required approval is recorded, so the validator accepts the quote.
  25. Ten problems caught in one call, fixed in three passes, and the corrected quote now goes to a person for approval. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.